Motherly Advice

May, 2022

\ ˈlan-ˌyap , lan-ˈyap \
: a small gift given to a customer by a merchant at the time of a purchase; broadly : something given or obtained gratuitously or by way of good measure


Mother, by Joaquin Sorolla y Bastida, Sorolla Museum, 1895

Calm in the Storm

Have you checked your portfolio lately?  Have you purchased gas or groceries recently?  Between market volatility and record-setting inflation, it seems like there is no shelter in this financial "storm."  I was contemplating these challenges earlier this month as we approached Mother's Day. It occurred to me that in the most difficult days of my childhood, my Mom was a shelter from the world.  She was always the "calm in the storm" when we were hurt, broken hearted, or just needed some motherly advice.

My thoughts transitioned back to these furious financial conditions, and I wondered what kind of Motherly advice she or other Moms would offer us on our finances. So, I have collected several bits of financial wisdom from Moms that will help you through (or even avoid) the financial storms of life.  Enjoy!

Motherly Advice

Moms are an ever-present source of comfort or correction, and they somehow manage to help us at just the right time. In other words, their comfort or corrections help when we need it most. As we face a difficult financial climate, consider these wise words of Motherly Advice:

Don’t fall in love with something that won’t love you back. Advice from my mother when I ‘fell in love’ with a car that was out of my budget.

– Amy Fox

Best investing advice from Mom: Buy and hold.

- Megan Flynn

Always have a list! My mom taught us to make a list before going to the store. We would sort it by necessity on top, followed by a few wants if budget allowed. Of course, now that times have changed, I research prices on my list before heading to town, so I stay on budget.

– Stephanie Wallenstein

My Mom stressed being industrious. There was no one in my life growing up more industrious than my mom. She worked two jobs – as a secretary during the day, and a waitress at night – to support me and my siblings and allow me to pursue my dreams.

- Alex Rodriquez

Once, as a teen, I asked my mother for some new clothing, and she explained that the timing wasn't right to spend money needlessly, as she and my dad had just paid for a major home repair. Worried, I asked how they planned to deal with that expense. That's when my mom sat me down and explained the importance of having an emergency fund -- money to get yourself through life's financial hiccups.

- Maurie Backman

If you use a credit card to build credit, always pay the full balance.

– Kary Austin

My mom taught me how to negotiate during the purchase of my car as well as how long to financing it.

– Brittany Crawford-Purcell

The best financial advice my mother ever gave me was to avoid high-interest credit card debt. My mom has always been a bit more of a spender than a saver, but she made a point to never spend beyond my parents' ability to pay their balances in full each month.

- Matt Frankel

It doesn’t hurt to ask (for a deal). If you don’t ask, the answer will always be no.

– Gail Dixon

(Mom) told me there was no free lunch. If I wanted to do all the things my friends were doing, I needed to pay for it myself – so go figure it out.

- Doug Lebda

Always make sure you have a little fun money set aside.

- Christy Beiber

Be organized. She was always organized, which meant that she never got boxed in to paying extra for something because it was a last-minute rush. Being organized also meant that she bought just enough food for the week – without buying too much and having to throw it out when it spoiled.

- Pat Kiernan

Never borrow or lend money. If you want to give someone money, then give it, but don’t give away anything you can’t afford to lose.

- Jillian Michaels

Budget and stick to that budget! If there’s something you want, instead of just going out to get it with a credit card or loan, think on it first.

Dineace Minnick

Whenever I received money as a gift my mom would always have me put half of it in savings. I never liked having to do that as a kid, but now I’m thankful she taught me the importance of savings from an early age.

Lisa Edgette, Manager

My mom, now 87, was a passionate, self-taught investor. When I started my first real job after college, she told me: "Contribute the maximum out of every paycheck into your IRA. You won't miss it and it will grow tax-deferred for many, many years." I can attest to her wise advice and have instructed my kids to do the same.
- Lauren Eder

Save each month and don’t smoke!

- Fred Wlodarski

Make sure anything you go into debt for will have a value that is higher by the time you pay it off. Looks are deceiving.

– Michele Kulish

Money is just a tool: Having piles of money is not the goal. Being able to be generous is the true goal. She also taught me not to be timid about investing, as a woman. In my family, I’m the investor, and my husband, bless him, appreciates that.

- Greta Lacin

Many thanks to Jason Zweig, The Wall Street Journal, May 17, The Intelligent Investor, and other contributors who shared their Mother's wisdom.

Laissez les bons temps rouler

Mary's Recipe Corner

Grandy’s Hot Artichoke Spinach Dip

This recipe is from Bill's mom. Our kids called her "Grandy," a blend of Grandma and her nickname, Candy (because she was so sweet!). She passed away December of 2020, and in honor of May being her birth month and Mother’s Day, I share this recipe.

This recipe is famous in our house because Candy had it published in Taste of Home’s Holiday & Celebrations Cookbook 2006. The recipe’s writeup said that this was a favorite of family and friends. When we saw the printing of this recipe, the five of us (the largest portion of her family) had never tasted, nor even heard of this “family favorite.” When we pointed this out to her, she made sure the dip was prepared for the rest of us on our next visit, and then it became a true "family favorite." 😉  Enjoy!

  • 1/2 cup chopped green onions
  • 2 TBSP butter
  • 4 oz cream cheese, softened
  • 2 packages 10 oz. (20 oz total) frozen creamed spinach, thawed
  • 1 can (14 oz) water-packed artichoke hearts, rinsed, drained, and chopped
  • 1 cup shredded Monterey Jack cheese
  • 1 cup shredded Swiss cheese
  • 1 TBSP Worcestershire sauce
  • 1/2 tsp Cajun seasoning (if you don't have, you can use a few red pepper flakes or chili powder, to taste)
  • 1/2 tsp minced fresh thyme
  • 1/2 tsp hot pepper sauce
  • 1 clove garlic, minced
  • 1/4 cup grated Parmesan
  • Fritos Scoops to serve with

In a skillet, cook onions and butter until tender. In a large bowl, beat cream cheese. Stir in the rest of the ingredients except the Parmesan. Place in greased 1-1/2 qt. baking dish. Bake uncovered 350 degrees 25-30 minutes or until bubbly around edges. Top with Parmesan and broil until golden brown. Watch carefully to avoid burning. Serve warm with Fritos to ALL your family members! 😉

Unbaked, this freezes well to serve when the need arises.

Yields 5 cups

bon appétit!

For Art's Sake

As some of you may know, I am an art enthusiast.  If you grow up in New Orleans you learn to appreciate art (and food and music and parades, etc.), so it seems appropriate to share a bit of our culture with our readers.  

A Mother's Love on Memorial Day

Quite poignantly, the month of May has both Mother's Day and Memorial Day.  In their unique ways, they are intended to honor those who have sacrificed everything for our very lives. 

Normal Rockwell (1894-1978), painted some of the most touching depictions of American life. The homecoming (below) appeared on the cover of the Saturday Evening Post. Rockwell created this image of American life after the Second World War. It shows a family's celebration of a returning Soldier, with the central prominence of the overjoyed Mom.  Sadly, far too many Mothers will never celebrate the return of their son or daughter.

The homecoming, Normal Rockwell, Smithsonian American Art Museum, 1945

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Acadia Financial Services, LLC
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